summitsage.org

4.7
4.7 Based on 113 reviews

We are a leading financial investment platform focusing on various aspect of finance and wealth management by providing access to over 4,000 funds and assets listed on the major capital markets ranging from investments banking, stock Broking, fund escrow ...

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Leah T.
Started well

Started well, but hit some bumps. The returns are okay, but customer support hard to reach at times. The platform works fine, but the support service could definitely improve.

3
Date of experience: Oct 24, 2024

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Business Details

  • We are a leading financial investment platform focusing on various aspect of finance and wealth management by providing access to over 4,000 funds and assets listed on the major capital markets ranging from investments banking, stock Broking, fund escrow services, forex, Gold and the most recently developed Cryptocurrencies, ETFs and Assets listed on the major stock markets, ISA’s investment services, Pensions and insurance bonds(onshore and offshore), third party providers such as Self Invested Personal pensions providers, advisory professionals, discretionary investment managers, portfolio management, lifetime cash flow modeling and a comprehensive financial planning infrastructure for investors in a more tax-efficient way.See more

  • email info@summitsage.org
  • language https://summitsage.org

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